Whinta

Help Guide

Whinta Appointments – Zoom Integration Guide

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1. Adding the App

  1. Sign in to your Whinta account.
  2. Open Appointments.
  3. Open Meeting/Provider Settings.
  4. Select Zoom.
  5. Click Connect Zoom.
  6. Sign in to your Zoom account when prompted.
  7. Review the requested permissions and click Allow.
  8. After authorization, you will be redirected back to Whinta and Zoom will be connected.

Prerequisites

  • A Whinta account.
  • A Zoom account.
  • Permission to authorize third-party applications on the Zoom account.

2. Using the Integration

Once Zoom is connected, select Zoom as the meeting provider when creating an appointment. Whinta automatically creates a Zoom meeting for the appointment and stores the Zoom meeting join link. The join link is displayed with the appointment and can be included in appointment confirmation and reminder messages.

3. Troubleshooting

  • Zoom authorization fails: Make sure you are signed into the correct Zoom account and that your account allows third-party app authorization.
  • Zoom does not connect: Disconnect/re-authorize Zoom and try again.
  • Meeting link is missing: Verify that Zoom is selected as the meeting provider and create the appointment again.
  • Authorization was removed: Reconnect Zoom from the Meeting/Provider Settings page.

4. Removing the App

To remove Whinta from your Zoom account:

  1. Sign in to Zoom.
  2. Go to Manage → Added Apps.
  3. Find Whinta Appointments.
  4. Select Remove.
  5. Confirm the removal.

Removing the app revokes its authorization to access your Zoom account. Whinta will no longer be able to create Zoom meetings using that authorization. Users can reconnect Zoom from Whinta if they want to use the integration again.